Shares of AI-focused companies will be a major driver of returns for developed markets in a tough economic environment, BlackRock Investment Institute said, citing an unusually concentrated rally in a handful of technology stocks.It said the extent of the concentration of gains on the S&P 500 surpassed le
Shares of AI-focused companies will be a major driver of returns for developed markets in a tough economic environment, BlackRock Investment Institute said, citing an unusually concentrated rally in a handful of technology stocks.
"We think this unusual equity market shows a mega force like AI can be a big driver of returns even when the macro environment is not your friend," BlackRock Investment Institute's team wrote in a mid-year outlook note. It recommended investors should be granular rather than relying on asset class returns, given expectations of a long-lasting"new regime" of economic volatility and high interest rates.
He cited tightening labor markets, the energy transition, and geopolitical instability as factors that will continue to cause inflationary pressures.
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BlackRock Investment Institute sees AI as major driver of equity returnsShares of AI-focused companies will be a major driver of returns for developed markets in a tough economic environment, BlackRock Investment Institute said, citing a current rally that is concentrated in a handful of technology stocks. 'S&P 500 gains have become increasingly concentrated in a handful of
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